The 2017 Spring Release of Resco Mobile CRM arrives to an app store near you
Bratislava, Slovakia – April 6, 2017 – Resco, the provider of mobile solutions for Microsoft Dynamics CRM, Salesforce, and Oracle CX, has just introduced the Spring Release 2017 of its Resco Mobile CRM.
In total, more than 40 new features and improvements are included in the latest update. To highlight just a few, users can look forward to a re-designed and more intuitive route planning experience (and offline maps on iOS devices), built-in image editor, in-app chart configurator, and further enhanced security and customization capabilities.
The new additions that come with the Resco Mobile CRM Spring Release 2017 are available for free, to all existing Resco customers and partners.
What’s new in the Spring Release of Resco Mobile CRM?
Platforms
Offline maps (iOS) – system admins can define which maps will be stored in the local memory, so users can use the map view even without wi-fi or cellular connection to the Internet
Password manager support (iOS) – if users utilize a password manager, they can now use it to store their Resco Mobile CRM password and log in to the app.
Notification pop-up (Windows 10) – even when the app is minimized, important notifications from Resco Mobile CRM will appear at the lower left corner of the screen
Drag & drop files to emails and chat (Windows 10 & desktop) – enables users to select files and drag-and-drop them directly into e-mails and chat conversations in the app
Unique names for photos (Windows 10) – photos attached to the records now have unique names, containing the date and time
Smoother and faster in-app animations (Windows RT and Android)
Route planning, maps & navigation
Re-designed route planning – users can now plan their trips to their clients easier with the freshly re-designed route planner that’s more intuitive and has a modernized user interface
Drill down records from Map to List – users can effortlessly flip records they see on a map into a list view; for example, when the map is zoomed in and shows only accounts in a particular city the list will include only these specific records; when the map is zoomed out and shows accounts across an entire state, all of those records will be featured on the list
Navigate with Waze, Sygic or Google Maps – when tapping the navigate button, Resco Mobile CRM can launch also Waze, Sygic, or Google Maps, not only the OS’ built-in navigation (Apple Maps on iOS, Google Maps on Android, etc.)
Location data age and precision parameters can be custom-defined
Charts
In-app chart editor – users can create their own customized charts directly in the Resco Mobile CRM’s Setup section; they can select any entity and its parameters to visualize specific data and add these charts to custom dashboards introduced previously
Include list’s search text in query – when a view is flipped to a chart, the app shows only results matching the search text
Use correct precision for numeric fields in charts
Documents
Image editor – in Resco Mobile CRM, users can now annotate, crop, rotate pictures and photos attached to records
Sharepoint Sync filters – enables to precisely define which data will be synchronized between the Resco Mobile CRM application and the user’s SharePoint
Faster SharePoint synchronization
OneDrive and Google Drive document titles – special characters in OneDrive and Google Drive document names which previously might have caused synchronization issues are now recognized by Resco Mobile CRM
Calendar
Drag-&-drop in the monthly calendar view – drag-and-drop activities in the monthly calendar view for easier and faster re-scheduling of activities
Quick month and year navigation – users can leverage new Month and Year fields in the calendar’s search bar to quickly navigate through extensive time periods
Mobile Reports
Signature Field – the mobile report engine can add a signature element within a report document, which can be utilized to add a digital signature (using a 3rd party tool, such as Adobe Acrobat Reader, etc.)
Pre-select mobile report – system admins can pre-select a specific type of mobile report that the app will generate, reducing the amount of clicks the user needs to make to issue a report
Set culture for formatting – enables to set up how the contents of a mobile report will be formatted, e. g. if you choose the American format, dates will be shown as MM/DD/YYYY
Automatic page count variable – automatically counts and displays the number of individual pages in a mobile report
Automatic row index variable – allows access to the number of each row in a mobile report
Special Fetch Table variable – in order to achieve a performance optimization, Resco Mobile CRM stores a data table which it can re-use to perform further report-related actions
Group fetch results – enables to aggregate the fetch results in a mobile report and show, for example, the value of orders created over the past month
Numeric values format in Excel
Security
MDM Setup for Exchange and SharePoint – Resco Mobile CRM’s integrated MDM capabilities enable system administrators to remotely enter Exchange and SharePoint login credentials, so users don’t have to do it manually in the app
HomeRealm setup through QR code/Login tag – additional parameter – HomeRealm – can be now set via QR code or Login tag (along with URL, Username, Password)
Un-minimize app before asking for password (desktop)
User Experience
Optional list header row – when records on a list are displayed in a single-row design, a header can be added to the top of the list view, describing the details shown for each record (e.g. account name, street address, city, etc.); users can also click-to-sort the records by the parameters in the header row
Filter and Sort in Activities – users can utilize filtering and sorting of records directly from the Search bar on the Activities entity
Show-related button in Activities – enables quicker access to activities related to the one the user is currently viewing
Set view height – now it is possible to set custom view height (in pixels) for elements on forms in Resco Mobile CRM’s New UI
Configurable search bar visibility – search bar can be hidden from any chosen view
Show correct views in Lookup dialog when entity is changed
Editable lists
Ask to save changes – the app asks whether a change should be saved or discarded also when users edit records without opening them, directly on public and associated lists
OnChange and OnSave JSBridge events – OnChange and OnSave actions are triggered in JavaScript, so when records are modified or saved directly on a list, custom validations might be applied
Woodford form rules
Get date part – allows admins to extract individual day/month/year from a date and provides them faster and simpler access to this information
FormatSingle method with C# options – enables to use C# formatting options in form rules
Sort fetch results – helps to organize results returned by Fetch in rules, so a correct record can be retrieved (e.g. the last modified Opportunity)
Woodford JavaScript Bridge
Editable list OnChanged and OnSave events – handle editable list actions like change or save via JavaScript
Iframe IsDirty property – if an Iframe is shown as a Home Form item, it is possible to control whether the user can close this item by setting IsDirty property
AddProductWithQuantity method – easier adding of products with different quantities (one call instead of multiple)
AudioRecorder service – enables to utilize Audio Recorder via JavaScript to initiate recording and other actions
Optimized Note and other document entities creation – streamlines the process of creating and adding Note and other document entities to Resco Mobile CRM
Fetch XML serialization – generate XML from Fetch classes and vice versa
About Resco Mobile CRM
Resco Mobile CRM is the all-in-one mobile solution that gives users around-the-clock access to CRM data wherever they are. It can be utilized with Microsoft Dynamics CRM, Oracle CX, Salesforce, or as part of Resco’s standalone CRM solution — Resco Cloud. It offers reliable offline functionality, interactive maps, support of custom entities & many other capabilities that make it the product people love to use.
About Resco
Resco, founded in 1999, is one of the global leaders in developing cross-platform mobile software solutions. The team of Resco professionals utilizes its knowledge by designing products for corporate customers, developers, integrators, end users and today, Resco Mobile CRM is utilized by more than 1700 corporate customers around the world.
For more information please visit www.resco.net